Clarfeld Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Clarfeld Financial Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$204K	Buy	+2,285	New	+$219K	0.17%	47

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Clarfeld Financial Advisors's DVY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q4 2018: 2,285 shares worth $204K. The stake represents 0.17% of the portfolio and ranks #47 among its holdings.

880 funds tracked by Wall St. Rank hold DVY as of Q4 2018.

Clarfeld Financial Advisors held 2,285 shares of iShares Select Dividend ETF worth $204K as of Q4 2018.
iShares Select Dividend ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Select Dividend ETF made up 0.17% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #47 holding.
880 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.